Workshops & Seminars

Education On A Variety Of Financial Topics

Register For A Seminar

Free Educational Seminars & Workshops

United Teletech offers free seminars throughout the year on a variety of topics to ensure that you have all the information you need to make the best financial choices.

We understand that finances can be complicated and overwhelming. Our seminars bring experts in the field to teach you everything you need to know about the most important topics!

We are busy planning our next homebuyer webinar and will announce it soon, so stay tuned to RSVP!

Upcoming Educational Seminars

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    Building Financial Wellness

    This seminar will take place in person on June 18 at noon via GoToWebinar. Join Duane Montgomery, business development officer who will be leading this discussion designed to help you develop healthier financial habits and strengthen your relationship with money. RSVP today!

    Register to attend virtually RSVP here.

     

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    Income for Life

    This seminar will take place in person on June 3 at 6:00 PM via Zoom. Join Travis Stanley, who will be leading this discussion designed to explore your retirement goals and plans for your financial future. RSVP today!

    Register to attend virtually RSVP here.

     

Past Educational Seminars

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    Fraud Defense: Staying One Step Ahead

    This short form webinar was designed to help you recognize today’s most common fraud tactics and protect your money, identity and accounts. Our host Supriya led us through how to stay safe from all types of fraud. Thank you to everyone who joined us for some quick tips and tricks!

    Please see the recording here.

     

     

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    First-Time Homebuyer Survival Guide

    Our Mortgage Manager, Rob Salmon held a webinar on “First Time Homebuyer’s Survival Guide”, where he prepared members on how to feel confident in their homebuying journeys. Rob has over 25 years of experience helping families find the home of their dreams. He covered the home buying process from start to finish, as well as touched on the programs that can help with some homebuying costs.

    Please see the recording here.

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    I’m Getting Divorced, Now What?

    Members joined us for a panel discussion where experienced divorce and financial wellness professionals provided guidance, resources, and support to take control of their financial future. Panelists include Chris Gibardi, Eveline Kocis, Stacey Ellison, Kimberly Lorah and Richard Sanvenero. Navigating the financial impact of divorce can be overwhelming, but you don’t have to do it alone. Thank you to those who joined us!

    Please see the recording here.

IRS Seminar Series

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
-The important rules of the road for receiving Social Security.

-How can conservative investments help you face today’s economic risks?

-What sources of income should you draw from and when?

-How to use annuities to guarantee income for life.

-How does behavioral finance affect investment decision making?

IRS Page